Vaughan David Investments’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Vaughan David Investments’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5M	Buy	27,014 +2,805	+12%	+$487K	0.1%	108
2026 Q1	$3.92M	Buy	24,209 +1,575	+7%	+$264K	0.08%	109
2025 Q4	$3.51M	Buy	22,634 +4,669	+26%	+$718K	0.08%	114
2025 Q3	$2.77M	Buy	17,965 +1,102	+7%	+$167K	0.06%	114
2025 Q2	$2.49M	Buy	16,863 +12,258	+266%	+$1.67M	0.06%	116
2025 Q1	$604K	Sell	4,605 -181	-4%	-$24.5K	0.01%	146
2024 Q4	$631K	Sell	4,786 -751	-14%	-$104K	0.01%	146
2024 Q3	$750K	Hold	5,537	–	–	0.02%	143
2024 Q2	$675K	Sell	5,537 -165	-3%	-$20.3K	0.02%	142
2024 Q1	$718K	Hold	5,702	–	–	0.02%	144
2023 Q4	$650K	Sell	5,702 -400	-7%	-$42K	0.02%	143
2023 Q3	$619K	Sell	6,102 -2,282	-27%	-$244K	0.02%	139
2023 Q2	$900K	Sell	8,384 -500	-6%	-$50.3K	0.03%	130
2023 Q1	$899K	Hold	8,884	–	–	0.03%	129
2022 Q4	$872K	Buy	8,884 +932	+12%	+$88.8K	0.03%	128
2022 Q3	$659K	Hold	7,952	–	–	0.02%	135
2022 Q2	$695K	Hold	7,952	–	–	0.02%	136
2022 Q1	$819K	Hold	7,952	–	–	0.02%	130
2021 Q4	$841K	Buy	7,952 +17	+0.2%	+$1.77K	0.02%	132
2021 Q3	$776K	Buy	7,935 +13	+0.2%	+$1.33K	0.02%	131
2021 Q2	$811K	Hold	7,922	–	–	0.03%	134
2021 Q1	$780K	Sell	7,922 -1,162	-13%	-$106K	0.02%	129
2020 Q4	$804K	Hold	9,084	–	–	0.03%	124
2020 Q3	$699K	Hold	9,084	–	–	0.03%	122
2020 Q2	$624K	Sell	9,084 -661	-7%	-$42.9K	0.03%	121
2020 Q1	$575K	Sell	9,745 -500	-5%	-$37.7K	0.03%	123
2019 Q4	$835K	Hold	10,245	–	–	0.03%	121
2019 Q3	$795K	Hold	10,245	–	–	0.03%	124
2019 Q2	$793K	Sell	10,245 -800	-7%	-$60.8K	0.03%	122
2019 Q1	$829K	Sell	11,045 -250	-2%	-$18.1K	0.04%	120
2018 Q4	$728K	Buy	11,295 +1,550	+16%	+$110K	0.03%	121
2018 Q3	$764K	Sell	9,745 -17	-0.2%	-$1.29K	0.03%	115
2018 Q2	$699K	Buy	9,762 +17	+0.2%	+$1.26K	0.03%	117
2018 Q1	$724K	Sell	9,745 -800	-8%	-$61.6K	0.03%	115
2017 Q4	$798K	Hold	10,545	–	–	0.04%	107
2017 Q3	$749K	Sell	10,545 -786	-7%	-$54.1K	0.04%	111
2017 Q2	$772K	Buy	11,331 +2,109	+23%	+$141K	0.04%	108
2017 Q1	$600K	Hold	9,222	–	–	0.03%	115
2016 Q4	$574K	Sell	9,222 -500	-5%	-$30.1K	0.03%	111
2016 Q3	$568K	Hold	9,722	–	–	0.03%	111
2016 Q2	$545K	Sell	9,722 -1,000	-9%	-$55.7K	0.03%	115
2016 Q1	$595K	Sell	10,722 -1,200	-10%	-$62K	0.03%	110
2015 Q4	$632K	Buy	11,922 +700	+6%	+$37.6K	0.04%	107
2015 Q3	$560K	Hold	11,222	–	–	0.04%	106
2015 Q2	$607K	Hold	11,222	–	–	0.04%	105
2015 Q1	$626K	Buy	11,222 +19	+0.2%	+$1.07K	0.04%	107
2014 Q4	$634K	Hold	11,203	–	–	0.04%	110
2014 Q3	$595K	Hold	11,203	–	–	0.04%	107
2014 Q2	$606K	Hold	11,203	–	–	0.04%	109
2014 Q1	$586K	Hold	11,203	–	–	0.04%	108
2013 Q4	$585K	Hold	11,203	–	–	0.04%	108
2013 Q3	$520K	Sell	11,203 -1,000	-8%	-$45.2K	0.04%	107
2013 Q2	$520K	Buy	+12,203	New	+$518K	0.04%	105

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vaughan David Investments's XLI Position: Q2 2026 in Review

Vaughan David Investments increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 12% in Q2 2026, buying an estimated $487K and bringing the position to 27,014 shares worth $5M. The position accounts for 0.1% of the portfolio, ranked #108.

Vaughan David Investments first reported a position in XLI in Q2 2013 and has held it in 53 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Vaughan David Investments held 27,014 shares of State Street Industrial Select Sector SPDR ETF worth $5M as of Q2 2026.
Vaughan David Investments bought 2,805 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $487K.
State Street Industrial Select Sector SPDR ETF made up 0.1% of Vaughan David Investments's portfolio in Q2 2026, its #108 holding.
Vaughan David Investments first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.